Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stewart? Claim Your ProfileStewart Mikell Roddey is a registered investment advisor representative with Davenport & Co. LLC. Stewart Roddey has been in the securities industry since October 2002. Stewart Roddey is licensed to conduct business in 38 states. Stewart Roddey holds the Series 7, Series 63 and Series 66 securities licenses. Stewart Roddey also has the Securities Industry Essentials (SIE) license. The firm Davenport & Co. LLC offers advisory services including: portfolio management for individuals, portfolio management for businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, pension consulting, selection of other advisors, financial planning and educational seminars.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
12b-1 fees and/or shareholder servicing fees
1
2
VA
12/13/2013 - Present
Davenport & Co. LLC (RICHMOND VA)
BOTH
Issued 12/13/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/01/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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